Common patterns
Ready-to-copy outbound personalisation setups for the most common use cases.
These are template-style setups you can either paste into your welcome message manually OR show to Claude as the desired outcome.
Pattern 1: Name + company greeting
The most common shape. Used for cold email, LinkedIn outreach, conference follow-up.
Welcome heading
Hi \{\{ url:firstName | there \}\}, ready to find out where \{\{ url:company | your business \}\}'s [topic] stands?
Conversation starters
Start \{\{ url:firstName | my \}\} assessment
What does the \{\{ url:company | check \}\} cover?
System prompt addition
The respondent is \{\{ url:firstName | a prospect \}\} from \{\{ url:company | their business \}\}.
Reference them by name once at the start. Don't ask for their name or company — you already have both.
CSV columns required
firstNamecompany
Pattern 2: Industry-aware diagnostic
For when you want the AI to reference the prospect's industry in its analysis but they didn't pick from a dropdown.
Welcome heading
A tailored \{\{ url:industry | business \}\} diagnostic for \{\{ url:firstName | you \}\}
System prompt addition
The respondent is in the \{\{ url:industry | small business \}\} space.
Use industry-specific examples where possible. Avoid generic "in your industry" phrasing — name it directly.
CSV columns required
firstNameindustry
Pattern 3: Agency / consultant client check-in
For agencies sending the same diagnostic to multiple client accounts. The client's account manager wants the welcome to read like an internal product.
Welcome heading
\{\{ url:company | Your business \}\} Quarterly Review
Welcome subtitle
A 5-minute pulse from \{\{ url:accountManager | your team \}\} at \{\{ url:agency | the agency \}\}.
System prompt addition
This review is being run by \{\{ url:accountManager | the account team \}\} for the client \{\{ url:company | the business \}\}.
Address the respondent as a representative of \{\{ url:company | their company \}\}, not as an individual lead.
CSV columns required
companyaccountManageragency
Pattern 4: Event / conference follow-up
For sending a personalised diagnostic to every attendee post-event.
Welcome heading
\{\{ url:firstName | Welcome \}\}, your post-\{\{ url:event | event \}\} action plan
System prompt addition
The respondent attended \{\{ url:event | the event \}\} and is following up afterwards.
Reference one specific theme or session from \{\{ url:event | the event \}\} in your first message if you can.
CSV columns required
firstNameevent(e.g. "SaaStock 2026")
Pattern 5: Re-engagement of dormant leads
For warming up cold leads who've gone quiet. Reference their last interaction.
Welcome heading
\{\{ url:firstName | Hey \}\}, picking up from \{\{ url:lastInteraction | last time \}\}
Conversation starters
What's changed since \{\{ url:lastInteraction | we last spoke \}\}?
Where are you stuck now?
What's the priority this quarter?
System prompt addition
The respondent had a previous touchpoint with us: \{\{ url:lastInteraction | a previous conversation \}\}.
Acknowledge that context warmly in your opening message. Don't ask what they remember — assume the context is fresh enough.
CSV columns required
firstNamelastInteraction(e.g. "the Q3 strategy call")
How to apply these
Via Claude
Paste the pattern into the chat and say "Set this up on my [product name]." Claude will work through the six-step flow and confirm before saving.
Manually in Productised
Open your product → Canvas → AI Product node → Welcome Message field. Paste the heading text. Repeat for subtitle and conversation starters. Save. The tokens are live as soon as the product re-renders.
To verify, append ?firstName=Test&company=Acme to your product's URL and open it in an incognito tab.
Building your CSV
Keep the headers simple and match the token names exactly (case-sensitive):
firstName,company,email
Sarah,Bloom Advisory,sarah@bloom.example
Marcus,Triton Partners,marcus@triton.example
Lena,Quill & Quail,lena@quillquail.example
Upload to Claude with "Generate outbound URLs from this CSV." Claude returns an enriched CSV with the original columns plus a new outbound_url column. From there, paste into Smartlead, Apollo, your mail merge tool of choice, or hand back to your sales team via Sheets.